Investment Strategist

The Investment Strategist is responsible for creating client material, presenting to clients, onboarding clients, and performing analyses while maintaining focus on deadlines. The role involves working with Investment Management clients, sales teams, and portfolio management teams, with a focus on investments, cash strategies, options analysis, asset allocation, and performance analysis.

Requirements

• Maintain a target list of all industry conferences
• Construct client investment presentations
• Maintain Institutional Sales and Marketing master client list via Salesforce
• Build use cases for Unison's assets with an understanding of how clients can use our asset and implement strategies
• Collaborate with Unison's internal Portfolio Management, Research, Operations, Compliance/Legal and Consumer Teams
• Monitor portfolio for alignment to goals-based investment policy, client suitability and regulatory compliance
• Collaborate on investor-facing research and presentations to support the institutional sales and marketing effort
• Become a SME on liability-driven investment strategy and ESG investing
• Partner with internal stakeholders such as Research, Portfolio Management and Investment Operations to understand Unison's business and deliver client solutions
• Evaluate prospect and client portfolios including performance, risk, allocation, tax and/or attribution analysis

Benefits

• Competitive salaries
• 100% paid medical and dental benefits
• Generous PTO policy
• Paid parental leave program